Farther Finance Advisors’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Farther Finance Advisors’s Portfolio CGDG Stock Details CGDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$954K	Sell	25,772 -19,552	-43%	-$748K	0.01%	1173
2026 Q2	$1.7M	Buy	45,324 +23,473	+107%	+$873K	0.01%	819
2026 Q1	$788K	Sell	21,851 -10,840	-33%	-$397K	0.01%	1127
2025 Q4	$1.17M	Buy	32,691 +24,056	+279%	+$846K	0.01%	809
2025 Q3	$299K	Buy	8,635 +4,535	+111%	+$154K	﹤0.01%	1386
2025 Q2	$138K	Buy	+4,100	New	+$130K	﹤0.01%	1589

Other funds holding CGDG

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors's CGDG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group Dividend Growers ETF (CGDG) stake by 43% in Q3 2026, selling an estimated $748K and leaving 25,772 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #1173.

Farther Finance Advisors first reported a position in CGDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q2 2026. 16 funds tracked by Wall St. Rank hold CGDG as of Q3 2026.

Farther Finance Advisors held 25,772 shares of Capital Group Dividend Growers ETF worth $954K as of Q3 2026.
Farther Finance Advisors sold 19,552 Capital Group Dividend Growers ETF shares in Q3 2026, an estimated $748K.
Capital Group Dividend Growers ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1173 holding.
Farther Finance Advisors first reported a position in Capital Group Dividend Growers ETF in Q2 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Capital Group Dividend Growers ETF position peaked at $1.7M in Q2 2026.
16 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.